Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$37.1M
3
+$25.7M
4
LW icon
Lamb Weston
LW
+$25.4M
5
LFUS icon
Littelfuse
LFUS
+$24.7M

Top Sells

1
+$63.2M
2
+$42.1M
3
+$36.2M
4
PEP icon
PepsiCo
PEP
+$29.5M
5
BLKB icon
Blackbaud
BLKB
+$28.6M

Sector Composition

1 Technology 16.54%
2 Healthcare 10.91%
3 Industrials 10.51%
4 Financials 9.6%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$375K ﹤0.01%
3,100
-1
1077
$375K ﹤0.01%
6,203
-298
1078
$374K ﹤0.01%
+3,543
1079
$370K ﹤0.01%
17,197
-606
1080
$368K ﹤0.01%
17,084
-3,018
1081
$366K ﹤0.01%
+11,442
1082
$363K ﹤0.01%
+28,797
1083
$363K ﹤0.01%
1,992
-315
1084
$363K ﹤0.01%
22,495
-1,529
1085
$360K ﹤0.01%
3,350
+425
1086
$355K ﹤0.01%
+15,382
1087
$355K ﹤0.01%
6,775
+63
1088
$352K ﹤0.01%
28,602
-2,599
1089
$349K ﹤0.01%
+5,921
1090
$349K ﹤0.01%
2,616
-1
1091
$348K ﹤0.01%
23,675
+57
1092
$347K ﹤0.01%
7,113
1093
$347K ﹤0.01%
550
-25
1094
$345K ﹤0.01%
21,616
-1,792
1095
$345K ﹤0.01%
5,526
-1,865
1096
$345K ﹤0.01%
3,104
-1,215
1097
$345K ﹤0.01%
+8,675
1098
$344K ﹤0.01%
13,325
-5,915
1099
$343K ﹤0.01%
45,738
+5,824
1100
$341K ﹤0.01%
6,856
+2,018
42 43
44
45 46